Civic Intelligence

United Way of the Bluegrass Inc

EIN 61-0444679 • 501(c)3 • Lexington, KY

Profile

United way of the bluegrass wants to help empower everyone in central kentucky to live their best lives. We have a big bold goal that 10,000 more families will be self-sufficient by 2020. This is a community goal and one that we can accomplish together. United way has committed to four key drivers for community and economic success: *basic needs *school readiness *student success *financial stability we have developed systems to evaluate the quality and success of the programs and partners that our investors help fund, so you can be assured that your dollars will have maximum impact on your community. United way isn't about short-term charity, it's about lasting, systemic change.uwbg looks at the big picture - what resources are lacking, and how we can address these issues to keep kids on track to graduate ready for college or career. Kids can't learn when they go to school hungry, when they are sick, or when they move from school to school.

100 Midland Drive Suite 300Lexington, KY 40508-1943

www.uwbg.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

68th percentile

0.30x

Higher debt load relative to assets than 68% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

69th percentile

0.38x

Higher debt load relative to revenue than 69% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

21st percentile

-8.9%

Higher net margin than 21% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

75th percentile

$204,804

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

42nd percentile

1.5%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

13th percentile

-22%

Faster revenue growth than 13% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$5,030,075

Up $683,707 (+16%) from 2022

Liabilities

Up

$1,262,900

Up $21,867 (+1.8%) from 2022

Net Assets

Up

$3,767,175

Up $661,840 (+21%) from 2022

Revenue

Up

$5,157,397

Up $843,080 (+20%) from 2022

Expenses

Down

$4,439,745

Down $78,742 (-1.7%) from 2022

Net Income

Up

$717,652

Up $921,822 (+451%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2010: $9,084,354Liabilities 2010: $2,408,957Net Assets 2010: $6,675,3972010Assets 2011: $6,383,431Liabilities 2011: $237,391Net Assets 2011: $6,146,0402011Assets 2012: $6,216,566Liabilities 2012: $470,346Net Assets 2012: $5,746,2202012Assets 2013: $5,584,974Liabilities 2013: $365,611Net Assets 2013: $5,219,3632013Assets 2014: $4,471,007Liabilities 2014: $427,701Net Assets 2014: $4,043,3062014Assets 2015: $4,030,089Liabilities 2015: $552,160Net Assets 2015: $3,477,9292015Assets 2016: $3,944,371Liabilities 2016: $781,218Net Assets 2016: $3,163,1532016Assets 2017: $3,315,904Liabilities 2017: $593,442Net Assets 2017: $2,722,4622017Assets 2018: $3,135,781Liabilities 2018: $391,925Net Assets 2018: $2,743,8562018Assets 2019: $2,757,675Liabilities 2019: $519,926Net Assets 2019: $2,237,7492019Assets 2020: $2,784,570Liabilities 2020: $809,762Net Assets 2020: $1,974,8082020Assets 2021: $3,949,512Liabilities 2021: $350,824Net Assets 2021: $3,598,6882021Assets 2022: $4,346,368Liabilities 2022: $1,241,033Net Assets 2022: $3,105,3352022Assets 2023: $5,030,075Liabilities 2023: $1,262,900Net Assets 2023: $3,767,1752023

Highlighted filing

2023

Assets$5,030,075
Liabilities$1,262,900
Net Assets$3,767,175

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $5,995,8322010Expenses 2011: $1,187,1152011Expenses 2012: $6,173,3812012Expenses 2013: $6,179,8772013Revenue 2014: $5,108,738Expenses 2014: $6,186,536Net Income 2014: -$1,077,7982014Revenue 2015: $5,379,093Expenses 2015: $5,489,447Net Income 2015: -$110,3542015Revenue 2016: $5,858,714Expenses 2016: $5,643,546Net Income 2016: $215,1682016Revenue 2017: $5,037,067Expenses 2017: $5,378,496Net Income 2017: -$341,4292017Revenue 2018: $5,065,342Expenses 2018: $4,823,643Net Income 2018: $241,6992018Revenue 2019: $4,013,809Expenses 2019: $4,389,109Net Income 2019: -$375,3002019Revenue 2020: $4,268,160Expenses 2020: $4,201,064Net Income 2020: $67,0962020Revenue 2021: $5,408,822Expenses 2021: $4,305,380Net Income 2021: $1,103,4422021Revenue 2022: $4,314,317Expenses 2022: $4,518,487Net Income 2022: -$204,1702022Revenue 2023: $5,157,397Expenses 2023: $4,439,745Net Income 2023: $717,6522023

Highlighted filing

2023

Revenue$5,157,397
Expenses$4,439,745
Net Income$717,652

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$5.03$1.26$3.77$5.16$4.44$0.72
2022Summary only. Only limited summary data is available for this year.$4.35$1.24$3.11$4.31$4.52$0.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.95$0.35$3.60$5.41$4.31$1.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.78$0.81$1.97$4.27$4.20$0.07
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.76$0.52$2.24$4.01$4.39$0.38
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.14$0.39$2.74$5.07$4.82$0.24
2017Summary only. Only limited summary data is available for this year.$3.32$0.59$2.72$5.04$5.38$0.34
2016Detailed filing. Detailed filing data is available for this year.$3.94$0.78$3.16$5.86$5.64$0.22
2015Detailed filing. Detailed filing data is available for this year.$4.03$0.55$3.48$5.38$5.49$0.11
2014Detailed filing. Detailed filing data is available for this year.$4.47$0.43$4.04$5.11$6.19$1.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.58$0.37$5.22$6.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.22$0.47$5.75$6.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.38$0.24$6.15$1.19
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.08$2.41$6.68$6.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • $5M-$10M nonprofits